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PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 401k Plan overview

Plan NamePROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION
Plan identification number 001

PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MCDONALD SANDERS, A PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:MCDONALD SANDERS, A PROFESSIONAL CORPORATION
Employer identification number (EIN):752356161
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KEVIN KUENZLI2024-05-10
0012022-01-01KEVIN KUENZLI2023-05-03
0012021-01-01KEVIN KUENZLI2022-03-07
0012020-01-01KEVIN KUENZLI2021-05-19
0012019-01-01KEVIN KUENZLI2020-05-29
0012018-01-01KEVIN KUENZLI2019-05-02
0012017-01-01KEVIN KUENZLI2018-05-29
0012016-01-01KEVIN KUENZLI2017-06-14
0012015-01-01KEVIN KUENZLI2016-06-30
0012013-01-01JAMES WEBB, VP MCDONALD SANDERS PC2014-07-08
0012012-01-01JAMES WEBB, VP MCDONALD SANDERS PC2013-07-09
0012011-01-01JAMES WEBB2012-07-05
0012010-01-01JAMES WEBB2011-07-05

Plan Statistics for PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION

401k plan membership statisitcs for PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION

Measure Date Value
2025: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 2025 401k membership
Total number of particpants at beginning of year2025-03-0747
Total number of particpants at end of year2025-03-0746
Number of Participants With Account Balances2025-03-0746
2024: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 2024 401k membership
Total number of particpants at beginning of year2024-05-1047
Total number of particpants at end of year2024-05-1047
Number of Participants With Account Balances2024-05-1047
2022: PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 2022 401k membership
Total number of particpants at beginning of year2022-03-0744
Total number of particpants at end of year2022-03-0746
Number of Participants With Account Balances2022-03-0746

Financial Data on PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION

Measure Date Value
2025 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-07126267
Net assets as of the end of the plan year2025-03-0726510859
Total assets as of the beginning of the plan year2025-03-0723015603
Value of plan covered by a fidelity bond2025-03-07500000
Participant contributions to plan in this plan year2025-03-07276953
Value of participant loans at end of plan year2025-03-0748949
Other income to plan in this plan year2025-03-073167991
Plan net income in this plan year2025-03-073495256
Net assets as of the end of the plan year2025-03-0726510859
Net assets as of the beginning of the plan year2025-03-0723015603
Employer contributions to plan in this plan year2025-03-07176579
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-07124638
2024 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-104012071
Net assets as of the end of the plan year2024-05-1023015603
Total assets as of the beginning of the plan year2024-05-1023495027
Value of plan covered by a fidelity bond2024-05-10500000
Participant contributions to plan in this plan year2024-05-10311028
Value of participant loans at end of plan year2024-05-102441
Other income to plan in this plan year2024-05-103071772
Plan net income in this plan year2024-05-10-479424
Net assets as of the end of the plan year2024-05-1023015603
Net assets as of the beginning of the plan year2024-05-1023495027
Employer contributions to plan in this plan year2024-05-10149847
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-10121002
2022 : PROFIT SHARING AND 401(K) PLAN FOR EMPLOYEES OF MCDONALD SANDERS, A PROFESSIONAL CORPORATION 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-07297754
Net assets as of the end of the plan year2022-03-0730970626
Total assets as of the beginning of the plan year2022-03-0726142372
Value of plan covered by a fidelity bond2022-03-07500000
Participant contributions to plan in this plan year2022-03-07336922
Value of participant loans at end of plan year2022-03-0736456
Other income to plan in this plan year2022-03-074609702
Plan net income in this plan year2022-03-074828254
Net assets as of the end of the plan year2022-03-0730970626
Net assets as of the beginning of the plan year2022-03-0726142372
Employer contributions to plan in this plan year2022-03-07179384
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-07163804

Potentially related plans

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